Get Started

Getting started with anything can be a daunting task, but procrastination is not the answer. Abraham Lincoln said, “You cannot escape the responsibility of tomorrow by evading it today.” For some people, getting started on a task like organizing finances or searching for/hiring a financial advisor is terrifying. Baring your financial “soul” can be very nerve-wracking.

Some financial advisors have a set process that every prospective client goes through, regardless of their specific situation. While having set processes is a very good thing, not everyone is in the same situation and what would apply to one person may not apply to another. Some advisors will start out by asking about goals while some will start (unbelievably to me) by asking how much money you have or what types of accounts you have.

That said, my process for getting started is as simple as getting together so we can get to know each other. Of course, if you have specific questions about an account or a financial topic, we can discuss those things, but the main purpose for the initial meeting is nothing more than us meeting to learn more about each other and determining if there’s a good reason for us to work together.

As I said at the beginning, getting started is often the hardest part, and most critical step, in taking control of, and understanding, your financial situation.

If you are thinking about meeting with me, please reach out so we can set up a time to get to know each other. Don’t put it off. Susan Del Gatto, author of Creating Balance in a World of Stress: Six Key Habits to Avoid in Order to Reduce Stress, wrote “If you choose not to deal with an issue, then you give up your right of control over the issue and it will select the path of least resistance.” I think she nailed the essence of the dangers of procrastination.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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